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AFDIX vs VTSMX
AFDIX vs VTSMX Comparison
Open Charts AFDIX vs VTSMX
American Century Large Cap Equity I
Price$53.29
Change-$1.05 (-1.93%)
VolumeN/A
Net Assets4.09B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
AFDIX vs VTSMX Comparison Chart
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AFDIX vs. VTSMX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AFDIX is a Hold and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. AFDIX (4.09B). VTSMX pays higher dividends than AFDIX: VTSMX (1.26) vs AFDIX (0.78). AFDIX was incepted earlier than VTSMX: AFDIX (20 years) vs VTSMX (33 years). AFDIX is a more actively managed with annual turnover of: 21.00 vs. VTSMX (2.00). AFDIX has a lower initial minimum investment than VTSMX: AFDIX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.60 vs. AFDIX (5.98). VTSMX return over 5 years is better than : 74.84 vs. AFDIX (61.87).
| AFDIX | VTSMX | AFDIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 0.661 | 2.121 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.09B | 1.84T | 0% |
| Annual Yield % from dividends | 0.78 | 1.26 | 62% |
| Returns for 1 year | 5.98 | 17.60 | 34% |
| Returns for 3 years | 25.30 | 36.78 | 69% |
| Returns for 5 years | 61.87 | 74.84 | 83% |
| Returns for 10 years | 150.37 | 180.15 | 83% |
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